Investment platforms
Allan Gray
A unit-trust and retirement-product manager. Performance and fees belong on the current fact sheet, not in a remembered table.
Visit Allan Gray (opens in a new tab)About Allan Gray
A unit-trust and retirement-product manager. Performance and fees belong on the current fact sheet, not in a remembered table.
Allan Gray is listed on WiT Money where a published comparison uses this name. The products sit in these directories: Investment platforms.
The linked comparisons are Money market funds, Retirement annuities, Preservation funds, Living annuities, Retirement planning.
No legal name is shown, because the sources used for this profile did not give one that has been re-checked.
A profile is not an endorsement, a rating or a promise that a product is suitable. Registration of a firm does not set the terms of a particular account, policy or investment, and it does not mean the product is free from loss.
Products and services on WiT Money
These are the published WiT Money records for this name. A company in a large group is not assumed to offer every product sold under a similar brand.
Money market funds
Allan Gray Money Market Fund
Collective investment scheme
Published fund fees require verification
View the comparison
Retirement annuities
Allan Gray — Retirement Annuity
Tax-advantaged pre-retirement contributions; two-pot treatment applies subject to fund/member circumstances
Get current EAC, underlying fund TER/TC and adviser/platform fees
View the comparison
Preservation funds
Allan Gray — Preservation Fund
Preserves transferred employer pension/provident savings; fund type matters
Get current EAC, platform, fund and adviser charges
View the comparison
Living annuities
Allan Gray — Living Annuity
Post-retirement investment-linked income, usually 2.5%-17.5% annual drawdown
Get ongoing platform/investment/adviser charges and income payment conditions
View the comparison
Retirement planning
Allan Gray — Retirement Planning / Advice
Retirement planning and/or advice, not automatically a distinct investment product
Advice fee and ongoing service agreement: request disclosure
View the comparison
Published product details
- Collective investment scheme
- Tax-advantaged pre-retirement contributions; two-pot treatment applies subject to fund/member circumstances
- Preserves transferred employer pension/provident savings; fund type matters
- Post-retirement investment-linked income, usually 2.5%-17.5% annual drawdown
- Retirement planning and/or advice, not automatically a distinct investment product
Advantages and considerations
These points come from individual product records. They are not a general review of the company.
Recorded strengths
- Allan Gray Money Market Fund. Short-dated local instruments
- Allan Gray Money Market Fund. clear risk disclosure
- Allan Gray — Retirement Annuity. Investment choice
- Allan Gray — Retirement Annuity. established SA manager
- Allan Gray — Preservation Fund. Investment choice
- Allan Gray — Preservation Fund. established SA manager
- Allan Gray — Living Annuity. Investment choice
- Allan Gray — Living Annuity. established SA manager
Recorded limits
- Allan Gray Money Market Fund. Can lose capital after underlying default
- Allan Gray Money Market Fund. not deposit insured
- Allan Gray — Retirement Annuity. All-in cost depends on selected investments and adviser
- Allan Gray — Retirement Annuity. access restrictions
- Allan Gray — Preservation Fund. All-in cost depends on selected investments and adviser
- Allan Gray — Preservation Fund. access restrictions
- Allan Gray — Living Annuity. All-in cost depends on selected investments and adviser
- Allan Gray — Living Annuity. access restrictions
Fees and costs
- Published fund fees require verification
- Get current EAC, underlying fund TER/TC and adviser/platform fees
- Get current EAC, platform, fund and adviser charges
- Get ongoing platform/investment/adviser charges and income payment conditions
- Advice fee and ongoing service agreement: request disclosure
A missing fee is not shown as R0. Where no figure is published, the price has to come from the provider.
Regulatory information
- This is not a bank deposit.
- Verify FSCA legal entity/fund registration
- WiT Money has not marked this provider as regulated. Check the register that applies to the product before you deal with the firm.
An authorisation, where one exists, is for particular activities. It is not an endorsement by the regulator, and it does not mean a product is suitable.
Compare Allan Gray on WiT Money
Sources and how this profile was reviewed
Research dates on the underlying records run to 28 October 2026. Rebuilding this page did not re-check every register entry.